Are you an expert, a freelancer or perhaps you’re just searching for more leads and permitting individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to utilize Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I’ve used Calendly for a while now. It is a really simple and fast tool to enable people who have an interest in my business and in my work to book time with me. So I wan na reveal you how to get things started. We’re gon na get things kicked off by going into our menu, into our account once you’ve signed up with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections since truly whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make certain that you add several calendar accounts. This not just enables Calendly to book those visits directly to your calendar however it likewise enables Calendly.
to examine other reservations that you might have going on. And what I imply by this, is things beyond just Calendly appointments but things that are happening possibly in your personal life or other conferences that show up as a part of your day. Down below here, you can likewise look for disputes. You can utilize multiple calendars to look for disputes more than simply the one that you have actually chosen up here and you can also specify which calendar to add those appointments to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply select add calendar account here and you can verify with any calendar service including Google Calendar and Microsoft Outlook. Next up, we wan na stick with our account settings this time we’re gon na go to account account settings and I simply wan na encourage you to submit an image. If this is meetings or appointments that individuals are going to be scheduling with you, I recommend that you put your nice profile picture here along with your name and possibly a welcome message simply when they land on your beginning page. Next step, you also wan na make a fast stop at the branding page to include your company logo design or some other image that you want to add here. And lastly, we can click the my link.
You’re gon na wan na put the name of your service or perhaps it’s your full name. I’ve got two events currently that people can choose from and when they click on one of those events, they are likewise gon na see my branding here. We gon na choose that new occasion type, which is gon na open up a new screen.
So let’s state produce for one-on-one. On this screen, the first thing that we require to do is offer it an event name. Now remember, this is more than just your recommendation. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, truly easy here. So I can recognize, oop, Meeting Scott. Let’s keep that therein. Our 2nd action is to include a place and you can see we can inform our users upfront, is this an in person conference, a phone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na pick call in this case. And oftentimes, depending on the alternative that you select, you might have some additional choices awaiting you. For example, do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s reserving that time to list their phone number. I require to know who I’m calling or I can pick this alternative, my invitee should call me. In this case, I can include my desired telephone number here and the excellent thing with Calendly is that it’s not going to show this number until they have reserved the consultation. If someone is thinking about scheduling time with me, it’s not as if they’re gon na see my phone number or my dial in number right away, it’s just after they have actually reserved the time will this number be exposed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na conserve that choice here. If you have several events that you’re gon na be providing to your users, down below we can include a description which is something you don’t wan na ignore especially. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion has to do with compared to perhaps some of the other occasions that I have available. And then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your organization name or perhaps your full name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. In this case once again, you wan na try make it as particular as possible. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to identify but also if I simply paste this link and copy, they understand what they’re getting also.
And finally, we can select a different color. This is very valuable if you have numerous occasions, I’m gon na choose red in this case so it stands apart from the other occasions that I have actually already developed. Now once we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of